Partner, CFP
Rockbridge Investment Management
Simply put, Rockbrige helps people retire with peace of mind. We are a fee-only financial planning firm, meaning we are held to a fiduciary standard.
How I got here A native of New Hartford, NY (just outside Utica), I first arrived in Syracuse to attend Le Moyne College and, captivated by the region, have called it home ever since graduation. My career in finance began at traditional brokerage firms, but my own research led me to a pivotal realization: the fee-only registered investment advisory model resonated deeply with my personal and professional values. Spotting Rockbridge as the only firm of its kind in town, I sent a hopeful email out of the blue—thankfully, it landed in the right inbox, and I’ve been here ever since. Education Bachelors of Science- Finance, Le Moyne College Certified Financial Planner- CFP Favorite part of the job Witnessing Rockbridge’s growth and evolution firsthand has been incredibly rewarding. We’ve navigated our share of ‘growth opportunities’ (some might call them growing pains!), which have only added to the dynamic nature of our work. I find great satisfaction in partnering with clients—learning their stories, understanding their aspirations, and crafting the tailored financial plans that help them confidently approach retirement. Ultimately, the best part is the camaraderie. Spending each day tackling challenges and celebrating successes with the Rockbridge team feels less like work and more like pursuing a passion alongside a great group of friends. Not many people get to say that! Beneath the surface Away from the office, I call Camillus home, sharing it with my wife, Jenna, and our two feline supervisors, Rosie and Walter. When I manage to escape their watchful eyes, you’ll likely find me engaged in a spirited pickleball match, exploring the woods or the Erie Canal Towpath on a bicycle from my ever-growing collection (it’s becoming a bit of an N+1 situation), or at the Dome cheering on the Syracuse basketball team.
Experience
15 years
Firm Size
medium
Firm
Rockbridge Investment Management
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Profile last updated: 01/28/2026
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